SILVER PINE CAPITAL, LLC

RIASEC Registered

Total AUM

$41.8M

Discretionary

$41.8M

100% of AUM

Avg account

$929K

Accounts

Employees

Advisory reps

Firm details

Headquarters: MEDFIELD, Massachusetts
CRD number: 150461
Website: www.silverpinecapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI82.3%
Individuals17.7%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Silver Pine Capital, LLC is an independent, individual-owned registered investment adviser operating as an LLC that focuses on serving individual and family clients. The firm offers financial planning and discretionary portfolio management for individuals, small businesses and institutions, and it also engages in selection of outside advisers when clients’ needs exceed in‑house capabilities. Its fee model combines a percentage-of-assets arrangement with the ability to charge performance-based fees, and the firm is identified as a capital allocator that directs client capital to third-party managers when appropriate. Silver Pine does not identify as an active ESG investor, is not a multi-state adviser, and is neither newly formed nor a pension consultant.